Good Morning: This is a daily review of the stocks in your portfolio, updated on Friday, June 27, 2025 at 7:12 AM (UTC). The data is lagged by ~1 day.

Summary Table

Charts

AAPL

AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPL Interactive
AAPL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.1392969 -0.1993739 8607.031 1
Buy_Hold -0.1446809 -0.2067866 8510.458 1

AMZN

AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZN Interactive
AMZN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0015176 -0.0022488 9984.824 1
Buy_Hold 0.1488438 0.2283667 11601.389 1

BA

BA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BA Interactive
BA sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3870003 0.6240806 13870.00 4
Buy_Hold 0.3069678 0.4871185 12999.23 1

BABA

BABA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BABAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BABA Interactive
BABA sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2077474 0.3228711 12077.47 3
Buy_Hold 0.1122718 0.1708490 11022.11 1

BYDDY

BYDDY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BYDDYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BYDDY Interactive
BYDDY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3894378 0.6283134 13894.38 4
Buy_Hold 0.3007203 0.4765932 12964.92 1

COST

COST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COST Interactive
COST sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2008176 0.3116351 12008.18 5
Buy_Hold 0.1049395 0.1594258 11096.80 1

CRCL

CRCL Static 2mo
## Warning in last.xts(structure(c(31, 69, 96.3899993896484, 132.720001220703, :
## requested length is greater than original

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRCLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRCL Interactive
CRCL sd indic
## [1] NA
## [1] NA

CRWV

CRWV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRWVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRWV Interactive
CRWV sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000 0.0000 10000.00 0
Buy_Hold 2.952 291.1049 40533.33 1

EL

EL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
EL Interactive
EL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1543478 0.2371005 11543.48 2
Buy_Hold -0.1222790 -0.1757968 8619.26 1

ELF

ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELF Interactive
ELF sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0480866 0.0721012 10480.87 1
Buy_Hold 0.1542514 0.2369473 11521.22 1

GELYF

GELYF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GELYFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GELYF Interactive
GELYF sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2834225 0.4475783 12834.23 2
Buy_Hold 0.2716049 0.4278638 13290.32 1

GLD

GLD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GLDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GLD Interactive
GLD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0000000 0.0000000 10000.0 0
Buy_Hold 0.2209177 0.3443112 12271.2 1

GOOGL

GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGL Interactive
GOOGL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0842217 -0.1222722 9157.783 1
Buy_Hold 0.0619263 0.0931533 10634.229 1

JPM

JPM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JPMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JPM Interactive
JPM sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1152636 0.1755206 11152.64 2
Buy_Hold 0.2812265 0.4439081 12833.33 1

MSFT

MSFT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSFTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSFT Interactive
MSFT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0474003 0.0710608 10474.00 2
Buy_Hold 0.1896164 0.2935396 11925.25 1

NBIS

NBIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NBISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NBIS Interactive
NBIS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.8103621 1.423038 18103.62 4
Buy_Hold 1.6299999 3.228693 36808.96 1

NET

NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NET Interactive
NET sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0619569 10413.86 2
Buy_Hold 1.1030837 2.0101447 21095.89 1

NVDA

NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDA Interactive
NVDA sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2586885 0.4064171 12586.88 4
Buy_Hold 0.1233334 0.1881511 11179.06 1

O

O Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
OStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
O Interactive
O sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1544670 0.2372898 11544.67 4
Buy_Hold -0.1160562 -0.1671200 8937.50 1

QQQ

QQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQ Interactive
QQQ sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0580855 0.0872976 10580.85 4
Buy_Hold 0.1046575 0.1589871 11055.74 1

QQQM

QQQM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQM Interactive
QQQM sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0579287 0.0870587 10579.29 4
Buy_Hold 0.1046088 0.1589115 11056.41 1

SCHD

SCHD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SCHDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SCHD Interactive
SCHD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0435454 -0.0638666 9564.546 3
Buy_Hold -0.0839986 -0.1219553 9160.014 1

TCMD

TCMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TCMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TCMD Interactive
TCMD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.4008192 -0.5319823 5991.808 1
Buy_Hold -0.3010239 -0.4119175 7160.839 1

TSM

TSM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSM Interactive
TSM sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1449527 0.2222046 11449.53 1
Buy_Hold 0.1156988 0.1762005 10876.91 1

V

V Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
V Interactive
V sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0979171 0.1485195 10979.17 3
Buy_Hold 0.1906614 0.2952242 11935.36 1

VDADX

VDADX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDADXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDADX Interactive
VDADX sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0889086 0.134578 10889.09 3
Buy_Hold 0.0098757 0.014674 10098.76 1

VDE

VDE Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDEStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDE Interactive
VDE sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0799924 0.1208340 10799.92 4
Buy_Hold -0.0445273 -0.0652909 9530.52 1

VOO

VOO Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VOOStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VOO Interactive
VOO sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0879727 0.1331328 10879.73 3
Buy_Hold 0.0498549 0.0747837 10507.54 1

VUG

VUG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VUGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VUG Interactive
VUG sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0564442 0.0847983 10564.44 4
Buy_Hold 0.1058443 0.1608334 11047.18 1

VYM

VYM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VYMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VYM Interactive
VYM sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0506099 0.0759295 10506.1 3
Buy_Hold 0.0057065 0.0084706 10054.0 1